Description: The business jet division could soon be all that’s left of the storied Quebec plane and train manufacturer that’s shedding assets to pay off debt Source: FinancialPost.com Date: Feb 13, 2020 Link: https://business.financialpost.com/transportation/the-dismantling-of-bombardier-company-abandons-commercial-aerospace-eyes-focus-on-private-jets-as-sale-of-train-unit-said-to-loom Questions for discussion: How is the firm fixing its balance sheet? Do you think the firm can survive? Is it a… Read more »
Posts Categorized: Industry Analysis
Description: Tesla has a long way to go before it justifies its current stock price, New York University finance professor Aswath Damodaran told CNBC on Thursday. Source: CNBC.com – video report Date: Feb 13, 2020 Link: https://www.cnbc.com/2020/02/13/damodaran-tesla-needs-vw-like-sales-apple-like-margins-to-justify-stock.html Questions for discussion: Explain what Aswath Damodaran means when he says Tesla would need VW-like sales and Apple-like margins to… Read more »
Description: Shares of Tesla soared as much as 18% on Monday after Argus Research raised its price target to $808 from $556. Source: CNBC.com – video report Date: Feb 03, 2020 Link: https://www.cnbc.com/2020/02/03/tesla-stock-soars-hitting-700-per-share-for-the-first-time.html Questions for discussion: Why is Tesla stock suddenly on fire? What do short selling positions have to do with Tesla stock prices?
Description: AMD had a shot to catch Intel and blew it Source: MarketWatch.com Date: Feb 06, 2020 Link: https://www.marketwatch.com/story/why-amds-best-days-are-behind-it-2020-02-06?mod=home-page Questions for discussion: Why has AMD received such a poor evaluation in this article? Do you agree with the sentiment? How should investors deal with this review?
Description: In a rare turn of events, once-loved Canadian bank stocks are no longer the favourites. Instead, investors are turning their attention to the country’s life insurers. Source: BNNBloomberg.com – video report Date: Feb 06, 2020 Link: https://www.bnnbloomberg.ca/never-mind-canada-s-bank-stocks-as-traders-bet-on-life-insurers-1.1385918 Questions for discussion: How do bank financials compare to the insurance companies mentioned in the report? What… Read more »
Description: With technology and capital rapidly increasing the pace of innovation, Christensen’s thinking is more relevant today than ever. What do we know now about the power of disruption and where it’s taking us? Source: SloanReview.mit.edu Date: Feb 04, 2020 Link: https://sloanreview.mit.edu/article/an-interview-with-clayton-m-christensen/?utm_source=El1&utm_medium=pr&utm_campaign=Chris0220 Questions for discussion: What are the important lessons directed at managers, marketers and investors? Which… Read more »
Description: Four technology giants now sit on top of the list of most valuable U.S. companies, each worth more than $1 trillion — and there’s a familiar theme to each of their stories. Source: CNBC.com Date: Jan 31, 2020 Link: https://www.cnbc.com/2020/01/31/apple-amazon-microsoft-and-alphabet-and-the-road-to-1-trillion.html Questions for discussion: Why have these tech companies performed so well in recent years?… Read more »
Description: The U.S. government is putting up millions of dollars for the construction of processing plants in North America, and Canadian companies are eligible to apply Source: FinancialPost.com Date: Jan 31, 2020 Link: https://business.financialpost.com/commodities/mining/canadian-rare-earths-metals-look-for-shot-in-the-arm-from-u-s-government-funds Questions for discussion: Why does this North American-wide economic policy make sense? How can the mining industry and investors be expected… Read more »
Description: A one-time beaten-down laggard of the industrials sector has renewed life. General Electric shares have raced nearly 30% higher during the past three months, topping the XLI industrials ETF over that stretch, as its turnaround efforts take root. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/24/ge-is-the-ultimate-show-me-industrials-stock-strategist-warns.html Questions for discussion: Summarize the strategy proposed in… Read more »
Description: And many retailers are going after this budget-conscious group Source: eMarketer.com Date: Jan 23, 2020 Link: https://www.emarketer.com/content/more-consumers-are-turning-to-digital-payment-plans-even-for-low-cost-items?ecid=NL1001 Questions for discussion: What does the report say about how payments are being made and planned? What does this mean for traditional credit systems such as credit cards and bank lending?